Site search

Hi, I have married clients in their 40s. Husband just passed away. Wife might need some money from husband’s 401k...

I hope this makes sense and someone can help, I will try to keep short. HISTORY: Retired in 2014, unfortunately...

Does one need to consider Traditional IRA values when determining how much tax is owed on an in-plan conversion of...

I have a client over 70.5 that is currently living in a HUD multifamily rental unit. Her 2017 annual income...

Employer plan issued 1099-Rs with wrong after-tax basis information for distributions in 2016. Based on the incorrect Form 1099-Rs, employees...

I had two jobs, both with retirement benefits. I left one job and asked that my pre-tax 401(k) be transferred...

My father, age 97, recently died and left me beneficiary of the IRA he had inherited from his equally aged...

Have a client that has been making after-tax contributions to his 401(k) for a long time and has about $640,000...

Recently met a couple who told me their Roth IRA was $120,000 and traditional IRA was $14,000. Told them the...

I moved money from an IRA to a Solo 401(k). The paperwork was marked as a transfer and the money...